Southwest Gas
279 hedge funds and large institutions have $3.61B invested in Southwest Gas in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 27 closing their positions.
78% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $1.37M
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
56% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 72
6% more funds holding
Funds holding: 262 → 279 (+17)
2% more capital invested
Capital invested by funds: $3.53B → $3.61B (+$83.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.65% less ownership
Funds ownership: 89.16% → 85.51% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$112M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$57.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$13.3M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$115M |
| 2 |
BlackRock
New York
|
-$75.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$24.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$23.5M |
| 5 |
Bank of New York Mellon
New York
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
301
ClariVest Asset Management
San Diego,
California
| – | -$2K | -41 | Closed |
|
|
ADL
302
Asset Dedication LLC
San Francisco,
California
| – | -$2K | -36 | Closed |
|
|
GWS
303
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -33 | Closed |
|
|
TPCW
304
TD Private Client Wealth
New York
| – | -$1K | -15 | Closed |
|
|
FMP
305
Financial Management Professionals
Austin,
Texas
| – | +$276 | +4 | New |
|
306
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$482 | +7 | New |
|
SWX Hedge Fund Activity: Q4 2021 in Review
279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q4 2021, worth a combined $3.61B — up 2.4% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SWX positions and 27 closed out — a net gain of 20 holders — while 112 added to existing stakes and 72 trimmed.
The largest buyer was Icahn Carl, adding an estimated $112M. The largest seller was Nomura Holdings, cutting an estimated $115M.
- 279 institutional investors held Southwest Gas (SWX) as of Q4 2021, up from 262 in Q3 2021.
- Funds reported $3.61B of Southwest Gas stock for Q4 2021, up 2.4% quarter-over-quarter.
- 47 funds opened new Southwest Gas positions in Q4 2021 and 27 closed out, a net change of +20 holders.
- The largest Southwest Gas buyer in Q4 2021 was Icahn Carl, an estimated $112M added.
- The largest Southwest Gas seller in Q4 2021 was Nomura Holdings, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2021.